See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,515 | $115,770+18.8% | $101,248+35.8% | $158,922-13.5% |
| Participation rate | 87.0% | 79.4%+7.6pp | 75.8%+11.1pp | 82.0%+5.0pp |
| Annual return | 7.66% | 56.14%-48.5pp | 46.47%-38.8pp | 302.83%-295.2pp |
| Employer contribution / active EE | $2,332 | $4,175-44.1% | $3,660-36.3% | $4,761-51.0% |
| Participant deferral / active EE | $5,182 | $4,957+4.5% | $4,370+18.6% | $5,982-13.4% |
| Admin fee / account holder | $24,008 | $7,245+231.4% | $5,945+303.8% | $11,246+113.5% |